LIBERTY WEALTH MANAGEMENT LLC – iShares MBS ETF Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$2.04M
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-6.06%
quarter
iShares MBS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.23% | 908 shares | -40K | $91.58 | 22.37K |
| Q2 2022 | share | Decrease | -3.12% | -691 shares | -166K | $97.49 | 21.46K |
| Q1 2022 | share | Increase | +33.95% | 5.61K shares | 479K | $101.87 | 22.15K |
| Q4 2021 | share | Increase | +1.81% | 294 shares | 19K | $107.36 | 16.54K |
| Q3 2021 | share | Increase | +20.87% | 2.80K shares | 302K | $108.12 | 16.24K |
| Q2 2021 | share | Decrease | -24.52% | -4.36K shares | -506K | $107.96 | 13.44K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $107.68 | 17.81K | |
| Q4 2020 | share | Increase | +1436.67% | 16.65K shares | 1.83M | $108.99 | 17.81K |
| Q3 2020 | share | Increase | +0.43% | 5 shares | 0 | $108.68 | 1.15K |
| Q2 2020 | share | Decrease | -90.50% | -10.99K shares | -1.23M | $108.4 | 1.15K |
| Q1 2020 | share | Decrease | -15.80% | -2.28K shares | -201K | $107.51 | 12.14K |
| Q4 2019 | share | Increase | +41.70% | 4.24K shares | 456K | $104.72 | 14.42K |
| Q3 2019 | share | Increase | +116.94% | 5.48K shares | 598K | $104.15 | 10.18K |
| Q2 2019 | share | Increase | +313.93% | 3.56K shares | 385K | $102.72 | 4.69K |
| Q1 2019 | share | Increase | +18.62% | 178 shares | 20K | $100.78 | 1.13K |
| Q4 2018 | share | Increase | 0.00% | 956 shares | 100K | $98.62 | 956 |